Unlike Recurring Tasks, which run automatically on a schedule or trigger, One-Off Tasks are created when you need your assistant to perform a specific action, research request, reminder, scheduling task, or workflow.
Common One-Off Tasks
Your assistant can perform a wide variety of tasks, including:
Scheduling
Schedule a new meeting
Reschedule an existing meeting
Find available meeting times
Create calendar events
Calendar Assistance
Check availability
Review your schedule
Identify scheduling conflicts
Summarize upcoming meetings
Reminders
Remind yourself about something in the future
Remind another person about something in the future
Send scheduled follow-ups
Deliver notifications at a specific date and time
Research & Analysis
Research a company
Research a person before a meeting
Gather information on a topic
Create summaries and reports
Content & Document Creation
Create spreadsheets
Generate reports
Draft emails
Create presentations
Produce documents and templates
Workflow Automation
Update connected systems
Create CRM records
Create or update tasks in project management tools
Perform actions using connected integrations
Creating a One-Off Task
You can create a new task in several ways:
Dashboard Chat
Open your assistant and describe what you would like it to do.
Send an email to your assistant describing the task.
New Task Button
Navigate to the In-Progress tab and click New Task.
The In Progress tab also contains example tasks that can help you understand the types of work your assistant can perform.
Describing Your Task
For best results, provide as much detail as possible.
Include:
What you want accomplished
Relevant context
Required inputs
Desired output format
Who should receive the results
Example
Instead of: Research Acme Corp.
Try: Research Acme Corp., summarize their business model, recent funding history, leadership team, and competitive landscape. Create a spreadsheet and email the results to me, Jim Downy, and Beth Landers.
The more specific the request, the better your assistant can execute it.
Receiving Results
Once a task is created, it appears in your task list and begins processing. You will be notified when the task is completed.
Depending on the task, results may be:
Displayed directly in the task
Sent via email
Shared with other recipients
Delivered to connected applications
If you want results delivered in a specific way, include that in your instructions.
Examples:
"Email the spreadsheet to me when complete."
"Post the summary in Slack."
"Email both me and the customer."
Collaborating With Your Assistant
Tasks are interactive. If your assistant needs clarification, additional information, or approval, it can communicate with you directly within the task. The task remains active until the work is completed.
Connected Applications
Tasks can use connected applications and integrations when needed. Examples include:
CRM systems
Project management tools
Calendar platforms
Email systems
Best Practices
To get the best results:
Be specific about the outcome you want.
Specify who should receive the results.
Tell the assistant what format you prefer.
Provide relevant context.
Clear instructions help your assistant complete tasks more accurately and with fewer follow-up questions.